
Investment Representative (Bilingual - French and English)
- North York, ON
- Permanent
- Full-time
- Drive Client Success: Provide frontline support for client trades, account inquiries, and platform navigation across multiple asset classes.
- Client Retention & Relationship Building: Identify clients at risk of attrition and engage with strategic retention efforts to re-ignite their experience with Moomoo.
- Resolve with Impact: Tackle client complaints with a solution-oriented mindset while ensuring compliance with CIRO standards.
- Collaborate Across Teams: Partner with Compliance, Risk, and Product teams to elevate client experience while adhering to regulatory requirements.
- Market Expertise: Stay informed on market developments to provide clients with relevant insights and context for their trading decisions.
- Communication Excellence: Use tools like Feishu, BBM, and Excel to document, analyze, and communicate effectively across teams.
- Be Adaptable: Thrive in a dynamic, high-growth environment where every day brings new challenges and opportunities.
- Education: University degree in Finance, Business, Economics, or related discipline.
- Certifications: CSC (Canadian Securities Course) and CPH (Conduct and Practices Handbook) — both required.
- Experience: Minimum 3-5 years in financial services, preferably within a brokerage setting.
- Skills & Strengths:
- Strong understanding of capital markets, trading strategies, and investment products.
- Exceptional communicator with fluency in English; French is an asset.
- Proficient in Microsoft Excel and familiar with internal communication platforms like Feishu and BBM.
- Highly organized, adaptable, and capable of thriving under pressure.
- Collaborative spirit with the ability to work cross-functionally.
- Deep understanding of compliance and risk management within Canadian investment regulations.
- Competitive salary, comprehensive benefits, and performance-based incentives
- Opportunities for professional growth in a fast-growing fintech company
- Beautiful office space in mid-town Toronto with stunning city views
- Work in a company that's a global leader in online brokerage and wealth management
We are sorry but this recruiter does not accept applications from abroad.